Use AI reply suggestions in a Document conversation – Proposaly Help Center

AI reply suggestions help you respond faster to Messages and Team Comments in a Document. You can send a suggestion as-is, edit it first, review another option, or ignore it and write your own reply.

Open a Suggested Reply

In the Business Portal, open the Workspace and select the Document you want to work on.
Open the Activity feed.
Select the incoming Message or Team Comment you want to answer.
If a suggestion is available, the Respond to recipient panel shows a Suggested reply card.

Use or Edit the Reply

In the Suggested reply card, you can choose from these actions:

Use this: sends the suggested reply as written.
Edit: places the draft in the Message field so you can change it before selecting Send.
Dismiss: hides the suggestion for that message. You can still reply manually.

If you start typing in Message, Send becomes the main action instead of Use this.

Review Another Option

If you want a different draft:

Select Suggest another.
Wait while Proposaly loads another pre-generated option.
In Select a reply, review the alternatives.
Select Use this to send one right away, or select Edit to customize it first.

!Alternative reply options in Select a reply

What to Expect

Suggested replies:

appear only when Proposaly determines a suggestion is helpful for that message
are based only on known Document details
do not add made-up prices, dates, or other information
are meant to be concise and ready for chat-style communication

Common Questions

Why don’t I see a Suggested reply card?

A suggestion is not available for that message. You can type your reply in Message and select Send.

What happens when I select Use this?

The suggested reply is sent as written.

Can I change the suggested reply before sending it?

Yes. Select Edit, update the text in Message, then select Send.

If I dismiss a suggestion, can I still reply?

Yes. Dismiss only hides the suggestion for that message. You can still send a manual reply.